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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $21,909 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $13,077 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,662 | $60,139-54.0% | $90,461-69.4% | $79,856-65.4% |
| Participation rate | 98.8% | 65.0%+33.8pp | 72.7%+26.1pp | 69.6%+29.2pp |
| Annual return | 16.89% | 71.96%-55.1pp | 1294.76%-1277.9pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,810 | $2,069-12.5% | $3,264-44.5% | $2,471-26.8% |
| Participant deferral / active EE | $3,298 | $2,939+12.2% | $3,964-16.8% | $3,741-11.8% |
| Admin fee / account holder | $267 | $3,978-93.3% | $5,617-95.2% | $5,306-95.0% |